Questions

Workflow Conditions

Hello,
I am trying to create a workflow that would auto-close tickets for my team after 3 weeks if no updates have been made and the ticket is in certain statuses. I want it to start a 2-week timer once the ticket is assigned to our group, an...

1 Answer

Miranda Bielecki Last activity on 6/8/2023 1:09:53 PM by Mark Sayers

CI Type Dropdown Questions

Good morning!
I'm looking for a little bit of information on the CI Type drop down that is available when clicking on the magnifying glass in the Asset/CI field, specifically: can it be customized to include a custom asset app?

I've...

1 Answer

Eugene McGeehan Last activity on 6/8/2023 11:36:17 AM by Mark Sayers

Project Plan task dependencies where both tasks can be completed the same day

I have these two lines on my project plan
34 run process X 6/7 - 6/10
35 run process Y 6/7 - 6/10
Step 34 must complete before we can do step 35. They only take 5 minutes so they can be done on the sa...

1 Answer

Carolyn Jensen Last activity on 6/7/2023 3:54:20 PM by Mark Sayers

Inspecting Incompatible License Type and Applications?

Good morning.
Do you know of an API endpoint or report capability that returns User information where the "License Type is Incompatible with Applications" granted (see below)?
The issue we have is that our new and improved Identity Manage...

1 Answer

Tevis Boulware Last activity on 6/7/2023 11:20:36 AM by Mark Sayers

Trying to run an api patch on a ticket type for a batch of tickets.

Hello All,
I am trying to update just the ticket type for a batch of tickets. My script is created in powershell and is using the patch method to try and update that field in a ticket. Everytime I run my code it gives me the following error mes...

1 Answer

Brandon Ferrotta Last activity on 6/7/2023 10:06:17 AM by Mark Sayers

Tasks that must start on a specific date

Is there a way to set the predecessor for a task to "start no sooner than a specific date"?

2 Answers

Ed Puckett Last activity on 6/7/2023 9:52:55 AM by Ed Puckett

Ability to see and report on ticket touches by a technician

I'm wanting to be able to see in the feed, each time someone does something in a ticket and report on it. Not just reading the ticket but actually taking an action that results in a feed entry. Is this currently possible in reporting?

1 Answer

Chuck Angel Last activity on 6/6/2023 2:16:24 PM by Mark Sayers

Convert Existing Project Plan (Cardwall) Into a Project Template

After we have already started working on a project, or even once it is completed, is it then possible to take that work and clone the data into a Project Template Plan, without needing to manually re-enter all of the data?
Example: We are get...

1 Answer

Dan Bennett Last activity on 6/6/2023 10:00:05 AM by Mark Sayers

How to remove field from list of choices in request form Designer

Hi there,
I'd like to clean up the list of choices in the request form Designer. I've created some new fields where 1. I didn't end up using them on any request form or 2. I chose the wrong format for the field but am not able to edit it to c...

1 Answer

Alyx Lyons Last activity on 6/2/2023 12:09:00 PM by Mark Sayers

Report all updates in last X days by user

Is there a way to generate a report of all updates made by a user in the last X days? Need to include tickets, tasks, projects, etc. Doesn't matter what it was, if the user did something in the last X days, list it.
Thanks

1 Answer

J C Last activity on 6/2/2023 11:52:37 AM by Mark Sayers

Bulk Actions in Assets

I need to change almost 3000 assets to a certain status, is there a way to do this in bulk?

1 Answer

James Richard Last activity on 6/2/2023 11:39:21 AM by Mark Sayers

SSO and TDX Authentication

Can I use SSO and use basic authentication for teamdynamix together? If yes, can I make it so that that non-SSO users can change their own password? And if so, how?

1 Answer

Mariah Rible Last activity on 6/2/2023 11:22:13 AM by Mark Sayers

Excel Add-in reports for asset reports

When using the Excel add in I can only see ticket reports. Is it possible to have the excel add in pull asset reports?

1 Answer

Thomas Couperthwaite Last activity on 6/2/2023 11:06:38 AM by Mark Sayers

Ticket Task Notifications for Notify Responsible Group when Task becomes active setting

Hi,
In regards to the following information:
Yes, it is possible for groups to be notified when tasks become active and that is actually a more recent feature mentioned in the 11.6 Release Notes: https://solutions.teamdynamix.com/TDClien...

2 Answers

Sharon Jarmoc Last activity on 10/31/2023 5:45:17 PM by Ruth Peters

Workflow Notifications

I created a public form with a work flow to send the requester a notice. When someone that is not logged in to TD creates a ticket, the the notice is being sent to the backup recipient. How can I get the notice to send to the person submitting th...

1 Answer

Alex Oquendo Last activity on 6/1/2023 2:11:44 PM by Mark Sayers

Custom ticket Alerts

Hello. I can't seem to find any information regarding custom alerts on tickets. We are hoping to add an alert when the status of a ticket changes. Thanks.

1 Answer

Michael Gonzalez Last activity on 6/1/2023 1:38:50 PM by Mark Sayers

Automatic Replies to emails

Is there a way, or a feature to enable a site wide out of office message, for example, our campus is closed over Christmas break and would like to be able to push out a basic "we have received your email but may not reply until such and such a da...

1 Answer

Nick Christiansen Last activity on 6/1/2023 9:45:24 AM by Mark Sayers

Mass Time Entry Approvals

Good morning, our tutoring center is using the "Time and Expenses" area to track tutor work hours. We want to know if there is an option to approve time en masse? The tutoring center has around 60 tutors. We turn in time sheets once a month, so t...

1 Answer

Abelardo Huereque Last activity on 5/31/2023 1:30:25 PM by Mark Sayers

Project Dependency = Task + Time

Is there a way to set a dependency for a project task to be 7 days after a specific task has completed.
When I add the predecessor, the dependent task assumes that it can start immediately after the completion of the predecessor. I have ta...

1 Answer

Sarah Glatz Last activity on 5/30/2023 2:41:35 PM by Mark Sayers

Reporting: Is the "feed" or "comment" box a reportable data point?

Hello

Our HR department created a report to show tickets with a status class of On Hold and the "goes off hold" so they can monitor tickets that may have stalled. They would also like to add the reason for putting the ticket on hold, ei...

1 Answer

Eugene McGeehan Last activity on 5/30/2023 1:48:05 PM by Mark Sayers

Bulk import/update API

Hello,
We are starting our integration into TeamDynamix, migrating from another platform, utilizing the APIs. We were wondering, since the bulk import also updates existing assets, what is used as the primary key for making this decision when...

1 Answer

Dante Stokes Last activity on 5/30/2023 1:20:43 PM by Mark Sayers

Admin logging

As an admin, is there a way to see login info from other users and what they do? Meaning is there a log that we can see that they logged in, then deleted an asset and if so what asset that was? We are looking at hiring student workers for a proje...

1 Answer

James Richard Last activity on 5/30/2023 10:43:57 AM by Brittany Renn

TDX iPaaS Response Body Customization

I am attempting to utilize a Webhook to trigger an iPaaS flow that has a very strict json schema structure of what the response body should look like. I know currently the default response data is being stored in the {Data} object but I would lik...

2 Answers

Nic Hayes Last activity on 6/2/2023 12:53:15 PM by David Tod

What is the api endpoint to create a custom attribute in a specific application?

I am recreating attributes from Sandbox in Production.
I used a GET method to pull all attributes https://[TDXURL]/SBTDWebApi/api/attributes/custom?componentId=9&appId= [APPID]
My service account does not have global admin. Is there ...

1 Answer

Naseem Benjelloun Last activity on 5/30/2023 10:47:45 AM by Brittany Renn

JCCC: Where can I add additional text or template tags to workflow approvals?

Where can add additional text or template tags to workflow approvals?

1 Answer

Daniel Epley Last activity on 5/30/2023 10:49:28 AM by Brittany Renn

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